Point View Wealth Management’s Cutwater Select Income Fund CSI Stock Holding History

Point View Wealth Management’s Portfolio CSI Stock Details CSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,461	Closed	-$212K	–	254
2016 Q3	$212K	Hold	10,461	–	–	0.13%	197
2016 Q2	$207K	Hold	10,461	–	–	0.13%	204
2016 Q1	$200K	Hold	10,461	–	–	0.13%	200
2015 Q4	$191K	Hold	10,461	–	–	0.14%	188
2015 Q3	$200K	Hold	10,461	–	–	0.16%	171
2015 Q2	$192K	Sell	10,461 -171	-2%	-$3.31K	0.15%	176
2015 Q1	$213K	Hold	10,632	–	–	0.16%	170
2014 Q4	$206K	Hold	10,632	–	–	0.15%	168
2014 Q3	$210K	Buy	10,632 +552	+5%	+$10.8K	0.18%	164
2014 Q2	$203K	Hold	10,080	–	–	0.18%	169
2014 Q1	$196K	Sell	10,080 -758	-7%	-$14.1K	0.18%	162
2013 Q4	$198K	Buy	+10,838	New	+$194K	0.19%	156

Other funds holding CSI

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Point View Wealth Management's CSI Position: Q4 2016 in Review

Point View Wealth Management sold out of Cutwater Select Income Fund (CSI) in Q4 2016, closing a stake of 10,461 shares — an estimated $212K sold.

Point View Wealth Management first reported a position in CSI in Q4 2013 and held it in 12 quarters. The position peaked at $213K in Q1 2015. 1 fund tracked by Wall St. Rank holds CSI as of Q4 2016.

Point View Wealth Management reported no remaining Cutwater Select Income Fund position as of Q4 2016 after selling out during the quarter.
Point View Wealth Management sold 10,461 Cutwater Select Income Fund shares in Q4 2016, an estimated $212K.
Point View Wealth Management first reported a position in Cutwater Select Income Fund in Q4 2013 and held it in 12 quarters.
Point View Wealth Management's Cutwater Select Income Fund position peaked at $213K in Q1 2015.
1 fund tracked by Wall St. Rank held Cutwater Select Income Fund as of Q4 2016.

Based on Point View Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.